| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| iFAST Global Markets (HK) Limited | RO | Advising on securities | 2018-06-13 | 2019-05-26 |
| RO | Dealing in securities | 2018-06-13 | 2019-05-26 | |
| iFAST Financial (HK) Limited | RO | Advising on securities | 2017-12-04 | 2019-05-26 |
| RO | Dealing in securities | 2017-12-04 | 2019-05-26 | |
| iFAST Securities (HK) Limited | Rep | Dealing in securities | 2017-11-20 | 2019-05-26 |
| iFAST Financial (HK) Limited | Rep | Advising on securities | 2012-07-16 | 2017-12-04 |
| Rep | Dealing in securities | 2012-07-16 | 2017-12-04 | |
| OnePlatform Asset Management Limited | Rep | Dealing in securities | 2010-06-18 | 2011-03-22 |
| Rep | Advising on securities | 2009-07-31 | 2010-06-18 |